I don’t understand, he didn’t provide a reason as to why it’s 2031. Just heard that it could but didn’t eveb attribute it to any company or individual. Did I not read right?
It’s the authors commentary based on conversations with folks from the industry at CES:
What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
And ofc they’ll come up with the “solution” of moving your processing to the cloud and harvest all the data
Fucking piece of shit dystopia we’re living in
Anybody want to help me short some stocks?
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The PS5 is going to easily be relevant longer than the PS4 and the PS4 is still relevant
I was just thinking this too. That and I need to get a Steam deck and revamp my old machines.
that would be under no bubble burst condition, which probably isn’t the most likely scenario
Markets can remain irrational longer than you can remain solvent - John Maynard Keynes
In a sane world governed by rules, yes… But everyone from the market makers to the banks to the investors to the SEC are complicit in the need for this bubble NOT to burst… It wouldn’t surprise me if the system starts eventually making up numbers out of whole cloth to prevent it.
You can make up numbers all you want, at one point, someone has to foot the bill. This isn’t something like Tesla stock where people pay insane money for paper expecting it to just become worth more in the future, this is about physical goods that need to be purchased and operated. You can’t just hold it like stock or a fund. It deprecates and needs to turn a profit.
While operating at a real profit is already difficult enough, the issue sometimes is that they can’t be operated at all, me it because construction gets no permission or the infrastructure just isn’t there.
On a state level, you can pass the bill onto the plebs. All kinds of ways, honestly, not the least of which is to just print more FICO paper, increase the deficit, devalue our debt-based currency. Slowly, of course, so that we’re taken out by rising prices before most of us can pay off old debt in our inflated dollars. So, it’s not even really you that foots the bill; it’s your way of life at its core.
🎈📌 🤞
SK Hynix is also now thinking about exiting the consumer market.
There’s going to be a supply chain to rebuild if the bubble ever pops.
But it won’t. We’re screwed. They now have the network speed and the storage space to steal every file from every user (OneDrive, etc). And now they have AI agents to summarize all of it, solving the analysis issue. Lastly, if you don’t own your own compute, if windows is just a dumb-terminal to cloud services…
Remember that most businesses are “consumers”. Hell, Microsoft already owns all their accounts and logins now that Entra is live and SharePoint is in the cloud
They are transitioning away from the bottom 90% of consumers to the top 10%. We are witnessing the beginning of a neo-feudalist transition, and the bottom majority won’t matter anymore.
I was thinking that we’ll all be offline in 5 years.
Yes, the demand might collapse. But they already plan to have humongous profits, would you really dare to take it from them?
Won’t someone please think of the megacorps?
